Core Plus Financials
| WCPBX Fund | USD 9.70 0.01 0.10% |
Core |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Core Plus Fund Summary
Core Plus competes with Tiaa Cref, Cb Large, Gotham Large, Calvert Large, and Pace Large. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Weitz Funds |
| Mutual Fund Family | Weitz |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 304 9745 |
| Currency | USD - US Dollar |
Core Plus Key Financial Ratios
Core Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Core Plus's current stock value. Our valuation model uses many indicators to compare Core Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Core Plus competition to find correlations between indicators driving Core Plus's intrinsic value. More Info.Core Plus Income is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 325.64 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Core Plus' earnings, one of the primary drivers of an investment's value.Core Plus Income Systematic Risk
Core Plus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Core Plus volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Core Plus Income correlated with the market. If Beta is less than 0 Core Plus generally moves in the opposite direction as compared to the market. If Core Plus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Core Plus Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Core Plus is generally in the same direction as the market. If Beta > 1 Core Plus moves generally in the same direction as, but more than the movement of the benchmark.
Core Plus March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Core Plus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Core Plus Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Core Plus Income based on widely used predictive technical indicators. In general, we focus on analyzing Core Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Core Plus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3235 | |||
| Information Ratio | 0.2853 | |||
| Maximum Drawdown | 1.27 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.5247 |
Other Information on Investing in Core Mutual Fund
Core Plus financial ratios help investors to determine whether Core Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Core with respect to the benefits of owning Core Plus security.
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